-99.6%
JNUG vs VT
+258.9%
-358.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.2% | +5.6% | +5.4% |
| 7D | +26.9% | -2.3% | +29.2% | +31.8% |
| 30D | -6.2% | -5.0% | -1.2% | +2.8% |
| 3M | -11.1% | -4.9% | -6.3% | -1.5% |
| 6M | -36.1% | -1.5% | -34.6% | -30.3% |
| YTD | -37.1% | +8.5% | -45.6% | -37.8% |
| 1Y | +0.2% | +11.4% | -11.2% | -3.6% |
| 3Y | +359.8% | +70.1% | +289.7% | +157.3% |
| 5Y | +93.3% | +53.7% | +39.6% | +28.0% |
| 10Y | -94.6% | +220.0% | -314.6% | -98.5% |
| All | -99.6% | +258.9% | -358.5% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling